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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,255 | $65,367-36.9% | $92,915-55.6% | $72,976-43.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 114.77% | 42.11%+72.7pp | 109.45%+5.3pp | 81.02%+33.7pp |
| Employer contribution / active EE | $10,814 | $2,594+316.9% | $3,653+196.0% | $2,440+343.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |